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Crestwood Advisors Group’s Carlisle Companies CSL Stock Holding History

Crestwood Advisors Group’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Sell
555
-1,004
-64% -$352K ﹤0.01% 834
2026
Q1 		$520K Buy
1,559
+33
+2% +$12K 0.01% 411
2025
Q4 		$488K Buy
1,526
+25
+2% +$8.1K 0.01% 399
2025
Q3 		$494K Buy
1,501
+9
+0.6% +$3.43K 0.01% 364
2025
Q2 		$557K Buy
1,492
+7
+0.5% +$2.6K 0.01% 334
2025
Q1 		$506K Buy
1,485
+31
+2% +$11.1K 0.01% 343
2024
Q4 		$536K Sell
1,454
-253
-15% -$110K 0.01% 295
2024
Q3 		$768K Sell
1,707
-1
-0.1% -$414 0.01% 252
2024
Q2 		$692K Buy
1,708
+5
+0.3% +$2.01K 0.01% 253
2024
Q1 		$667K Buy
1,703
+8
+0.5% +$2.71K 0.01% 247
2023
Q4 		$530K Sell
1,695
-38
-2% -$10.5K 0.01% 252
2023
Q3 		$449K Buy
+1,733
New +$465K 0.01% 249

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's CSL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Carlisle Companies (CSL) stake by 64% in Q2 2026, selling an estimated $352K and leaving 555 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Crestwood Advisors Group first reported a position in CSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $768K in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Crestwood Advisors Group held 555 shares of Carlisle Companies worth $201K as of Q2 2026.
  • Crestwood Advisors Group sold 1,004 Carlisle Companies shares in Q2 2026, an estimated $352K.
  • Carlisle Companies made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #834 holding.
  • Crestwood Advisors Group first reported a position in Carlisle Companies in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Carlisle Companies position peaked at $768K in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.